Customer Service Manager
Resume:
Valerie Blacknell Harris
**** ****** ** ********, **, 94703
E-mail: *********@*****.***
SUMMARY OF QUALIFCATIONS
• Demonstrated capacity to provide support for c level
staff as well of developing, implementing of procedures:
calendaring meetings, travel, and event planning
• Excellent attention to detail, multitasking, meeting
deadlines
• Successfully reconciling budgetary items as well
maintaining meticulous records.
• Successfully maintained 7000 accounts with zero errors
• Proficient in APL, Vestmark, Laserfiche, Microsoft
Office Microsoft OS, SEC Regularity Rules and Compliance, Trade
reconciliation
WORK EXPERIENCE
Seasonal WAH Reservation Agent
May 2013 –December 2013
Active Networks
Receiving inbound reservation calls, making reservations for the
National Parks, and Various State Parks Event, Whitehouse
Christmas Tree lighting, taking payments over the phone issuing
refunds cancellations,
Research camping facilities via the web, data entry.
Office Manager/Event Coordinator Consultant
March 2010 to Present
KNL ENTERPRISES Oakland CA
Event Services
Leading and coordinating administrative duties,
answer phones, greeting clients and guest. Maintain
files, maintain office equipment. Answer incoming
calls, direct calls to proper parties in the
organization. Maintain and reconcile the office
budget order office supplies. Negotiate vendor
contracts. Negotiate Client Contracts, collections.
Handle Human resource issues, maintain staffing
requirements. Supervise the order processing and
customer service functions for assigned clients.
Accounting functions relating to payroll, A/P,
inventory and general ledger activities, and related
reporting requirements. Perform Distribute and
monitor work assignments within assigned
responsibilities, train and cross-train associates
for all functions within assigned responsibilities
Logistics and client reports ensuring their accuracy
and timely submission. Maintain discipline within
assigned office responsibilities. Maintain operating
efficiencies through scheduling, supervision, and
planning.
Reconciliation Specialist
October 2004 - July 2010
Natixis Asset Management Oakland, CA
Financial Services
Reconcile accounts for trade and cash differences. Contacting
clients and for account instructions or verification and
transactions processing overlay mangers Reconcile 3,000 to 7,000
accounts using APL, Vestmark, and Excel. Reconcile trade
differences cash differences, processing security deposits and
withdrawals, cash deposits and withdrawals.
Contact clients and FA's for transaction authorizations and
trade authorizations.
Office Manager/Document Retention Specialist
Natixis Asset Management Oakland, CA
Financial Services
Leading and coordinating administrative duties, answer phones,
greeting clients and guest. Maintain files, answered calls,
direct calls to proper parties in the organization. Maintain and
reconcile the office budget order office supplies. Negotiate
vendor contracts. Set up filing system using Laser Fiche and
Cataloging account paperwork and transactions in compliance with
SEC record keeping rules. Corresponding with clients and overlay
Mangers, Financial advisors and back office in regards to
statements in compliance with SEC record keeping. Files,
maintain office equipment. Meet and greet guest and clients
Administrative Contract Employee
September 2003-March 2004
Office Team Oakland,CA
Temporary Services
Provide administrative support, performed a variety of
logistical functions for shipping departments calendar
management communicated with vendors, market research for
various companies.
August 2002- March 2004
Volt Berkeley
Administrative Support
Provide administrative support, performed a variety of
logistical functions for shipping departments schedule
deliveries and shipping instruction .Calendar with vendors,
market research for various companies management communicated
Research Assistant II
February 1998- July 2002
Harte-Hanks San Diego CA
Perform research of data infrastructure with various companies,
compile data, analyze and prepare for reporting, report
research findings to key members of the executive team via excel
matrix.
EDUCATION
Certified Paralegal
September 1988
Century Business College
Certification in paralegal strong attention in research
SKILLS
TYPING, Ten Key, Data Entry, Microsoft Office Excel, Outlook,
Calendaring, Laser Fiche,
Mail Machine, Reconciliation, Market Research Team Player,
Ability to organize and establish filing systems and Technical-
Banking Compliance-Regulatory.
CAREER HIGHLIGHTS
Successfully reconciled accounts for a year without any errors,
Successfully identified an issue with a group of accounts that
money market fund sent into debit for 2 years. Successfully
Implemented and launched document retention program, created
document retentions policies.
Contact this candidate